Robotics and Automation is set to be an incredibly fluid and fast changing environment over the coming years. With technological breakthroughs and new applications and process improvements occurring almost every day yesterday’s winners may easily become tomorrow's losers. RoboCap individually assesses each company within the investment universe with a focus on their own particular products and technologies, the end market size of that technology and where their competitive threats come from.
RoboCap will instigate a rigorous in-depth research process to help us pick the right stocks for the portfolio at the right time. We will look for companies with a good underlying exposure to the robotics and automation theme, a strong business model backed by excellent technology, a good management team and all at a compelling valuation.